Interact to see
Advertisement
Advertisement
IVHIX vs PHYEX
IVHIX vs PHYEX Comparison
Open Charts IVHIX vs PHYEX
Macquarie High Income Fund
Price$5.94
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.06B
IVHIX vs PHYEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVHIX vs. PHYEX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVHIX is a Hold and PHYEX is a Hold.
FUNDAMENTALS
Fundamentals
PHYEX has more cash in the bank: 20.6B vs. IVHIX (2.06B). PHYEX (6.79) and IVHIX (6.57) have matching dividends . IVHIX was incepted earlier than PHYEX: IVHIX (19 years) vs PHYEX (8 years). PHYEX (0.94) is less costly to investors than IVHIX (0.71). IVHIX is a more actively managed with annual turnover of: 56.00 vs. PHYEX (42.00). IVHIX (0) and PHYEX (0) have matching initial minimum investment requirements. PHYEX annual gain was more profitable for investors over the last year : 7.56 vs. IVHIX (3.85). IVHIX return over 5 years is better than : 24.35 vs. PHYEX (22.98).
| IVHIX | PHYEX | IVHIX / PHYEX | |
| Total Expense Ratio | 0.63 | 0.91 | 69% |
| Annual Report Gross Expense Ratio | 0.71 | 0.94 | 76% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 4.405 | 7.558 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 20.6B | 10% |
| Annual Yield % from dividends | 6.57 | 6.79 | 97% |
| Returns for 1 year | 3.85 | 7.56 | 51% |
| Returns for 3 years | 29.72 | 30.71 | 97% |
| Returns for 5 years | 24.35 | 22.98 | 106% |
| Returns for 10 years | 64.44 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CGW | 64.68 | 0.07 | +0.11% |
| Invesco S&P Global Water ETF | |||
| SPXT | 102.68 | 0.08 | +0.08% |
| ProShares S&P 500® ex-Technology | |||
| VYLD | 27.15 | N/A | N/A |
| Inverse Vix Short-Term Futures Etns Due March 22, 2045 | |||
| VGUS | 75.52 | -0.01 | -0.01% |
| Vanguard Ultra-Short Treasury ETF | |||
| XOMO | 11.86 | -0.09 | -0.75% |
| YieldMax XOM Option Income Strategy ETF | |||